Anshul Sharma Email & Phone Number
Chief Investment Officer @ Savvy Wealth
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Anshul Sharma Location
- New York, NY, US
Anshul Sharma Work
- Chief Investment Officer @ (September 2025 - Present)
- Adjunct Faculty @ (January 2022 - Present)
- Managing Director, Senior Portfolio Manager, Merrill Lynch Wealth Management @ (January 2021 - September 2025)
- Managing Director, Head of Alternative Investment Strategy, Merrill Lynch Wealth Management @ (January 2017 - December 2020)
- Senior Vice President, Investment Strategist, Chief Investment Office @ (January 2011 - December 2016)
- Vice President, Investment Strategist, Chief Investment Office @ (July 2006 - December 2010)
- Associate, Research Investment Committee @ (May 2005 - May 2006)
- Equity Trader @ (August 2000 - January 2004)
Anshul Sharma Education
- University of California, Berkeley - Walter A. Haas School of Business
M.S. (Financial Engineering)
2004-2005 - Lehigh University
B.S. (Computer Engineering)
1996-2000 - Lehigh University
Anshul Sharma Skills
- Asset Allocation
- Alternative Investments
- Equities
- Capital Markets
- Portfolio Management
- Quantitative Analytics
- Trading
- Wealth Management
- Factor Modeling
- Hedge Funds
- Private Equity
- Optimization
- Robust Optimization
- Thought Leadership
- Investment Strategies
- Portfolio Construction
- Asset Managment
- Investment Management
- Fixed Income
- Investments
- Strategy
- Equity Trading
- Economics
- Finance
- Bloomberg
- Asset Management
- Valuation
- Mutual Funds
- Financial Modeling
- Public Speaking
- Customer Service
- Microsoft Office
- Sales
- Marketing
Anshul Sharma Summary
- Anshul Sharma, based in New York, NY, US, is currently a Chief Investment Officer at Savvy Wealth. Anshul Sharma brings experience from previous roles at Stevens Institute of Technology, Bank of America and U.S. Trust. Anshul Sharma holds a 2004 - 2005 M.S. in Financial Engineering @ University of California, Berkeley - Walter A. Haas School of Business. With a robust skill set that includes Asset Allocation, Alternative Investments, Equities, Capital Markets, Portfolio Management and more. Anshul Sharma has 2 emails and 2 mobile phone numbers on RocketReach.
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